VALMONT INDUSTRIES INC (VMI) — Institutional Holders, Q2 2026

654 institutional investment managers reported a VMI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← VMI stock profile

VMI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

112

Added to

197

Trimmed

231

Sold out

Biggest buyers

FULLER & THALER ASSET MANAGEMENTNew · +246,376 sh+$142.3M
Pictet Asset Management Holding SAAdded · +236,124 sh+$136.4M
SEGALL BRYANT & HAMILLNew · +205,924 sh+$118.9M
Southpoint Capital AdvisorsNew · +150,000 sh+$86.6M
THRIVENT FINANCIAL FOR LUTHERANSAdded · +125,072 sh+$72.2M

Biggest sellers

Neuberger Berman GroupTrimmed · -158,257 sh-$91.4M
FRANKLIN RESOURCESTrimmed · -140,581 sh-$81.2M
Greenhouse Funds LLLPTrimmed · -116,491 sh-$67.3M
Qube Research & Technologies LtdTrimmed · -95,482 sh-$55.2M
JANE STREET GROUPTrimmed · -83,412 sh-$48.2M

VMI 13F holders ranked 1–100 of 654

Institutional investors reporting a position in VALMONT INDUSTRIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 1,976,054 sh	1,976,054	$1.1B	0.02%	+4.5%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 854,011 sh	854,011	$493.3M	0.02%	-1.1%
3	VANGUARD CAPITAL MANAGEMENT#3 · 844,005 sh	844,005	$487.5M	0.01%	-0.2%
4	STATE STREET#4 · 659,625 sh	659,625	$381.5M	0.01%	+2.2%
5	Neuberger Berman Group#5 · 497,545 sh	497,545	$287.4M	0.19%	-24.1%
6	GEODE CAPITAL MANAGEMENT#6 · 424,196 sh	424,196	$245.1M	0.01%	-2.6%
7	DIMENSIONAL FUND ADVISORS#7 · 390,222 sh	390,222	$225.4M	0.04%	+0.2%
8	EARNEST PARTNERS#8 · 381,692 sh	381,692	$220.5M	0.80%	-1.8%
9	Invesco Ltd.#9 · 366,785 sh	366,785	$211.9M	0.02%	-14.9%
10	KING LUTHER CAPITAL MANAGEMENT#10 · 337,838 sh	337,838	$195.1M	0.80%	-6.8%
11	BANK OF AMERICA#11 · 303,684 sh	303,684	$175.4M	0.01%	+10.9%
12	SEI INVESTMENTS#12 · 280,023 sh	280,023	$161.7M	0.14%	-3.1%
13	FRANKLIN RESOURCES#13 · 259,068 sh	259,068	$149.6M	0.03%	-35.2%
14	Robert B. Daugherty Foundation#14 · 250,000 sh	250,000	$144.4M	—	0.0%
15	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#15 · 247,458 sh	247,458	$142.9M	1.26%	-2.0%
16	FULLER & THALER ASSET MANAGEMENT#16 · 246,376 sh	246,376	$142.3M	0.39%	New
17	NORGES BANK#17 · 244,208 sh	244,208	$141.1M	0.01%	—
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 244,104 sh	244,104	$141.0M	0.02%	-4.3%
19	Pictet Asset Management Holding SA#19 · 239,251 sh	239,251	$138.2M	0.13%	+7551.1%
20	Impax Asset Management Group plc#20 · 226,080 sh	226,080	$130.6M	0.85%	-0.4%
21	SEGALL BRYANT & HAMILL#21 · 205,924 sh	205,924	$118.9M	1.41%	New
22	Quantinno Capital Management#22 · 198,423 sh	198,423	$114.6M	0.14%	+23.9%
23	T. Rowe Price Investment Management#23 · 197,597 sh	197,597	$114.1M	0.07%	-6.0%
24	Ninety One UK Ltd#24 · 189,999 sh	189,999	$109.7M	—	+17.3%
25	NORTHERN#25 · 179,741 sh	179,741	$103.8M	0.01%	-4.1%
26	AQR CAPITAL MANAGEMENT#26 · 178,340 sh	178,340	$102.4M	0.04%	-15.0%
27	FIRST ADVISORS#27 · 175,843 sh	175,843	$101.6M	0.06%	+15.3%
28	FMR#28 · 174,122 sh	174,122	$100.6M	<0.01%	-23.3%
29	MORGAN STANLEY#29 · 166,497 sh	166,497	$96.2M	<0.01%	+0.2%
30	JPMORGAN CHASE#30 · 166,788 sh	166,788	$96.1M	<0.01%	-8.4%
31	Copeland Capital Management#31 · 161,012 sh	161,012	$93.0M	—	-21.6%
32	PRICE T ROWE ASSOCIATES#32 · 160,608 sh	160,608	$92.8M	<0.01%	+9.1%
33	MIRAE ASSET GLOBAL ETFS Ltd.#33 · 157,550 sh	157,550	$91.0M	0.11%	+8.6%
34	VICTORY CAPITAL MANAGEMENT#34 · 152,679 sh	152,679	$88.2M	0.05%	+1.7%
35	Southpoint Capital Advisors#35 · 150,000 sh	150,000	$86.6M	1.97%	New
36	Bank of New York Mellon#36 · 144,951 sh	144,951	$83.7M	0.01%	-5.5%
37	THRIVENT FINANCIAL FOR LUTHERANS#37 · 132,935 sh	132,935	$76.8M	0.13%	+1590.6%
38	Jupiter Topco#38 · 130,279 sh	130,279	$75.3M	0.03%	—
39	GOLDMAN SACHS GROUP#39 · 127,782 sh	127,782	$73.8M	<0.01%	+40.4%
40	VANGUARD FIDUCIARY#40 · 121,880 sh	121,880	$70.4M	0.02%	+0.6%
41	BROWN ADVISORY#41 · 121,839 sh	121,839	$70.4M	0.11%	-28.4%
42	NATIXIS ADVISORS#42 · 118,082 sh	118,082	$68.2M	0.08%	+5.0%
43	Point72 Asset Management, L.P.#43 · 118,065 sh	118,065	$68.2M	0.08%	+149.0%
44	Mawer Investment Management Ltd.#44 · 114,118 sh	114,118	$65.9M	0.45%	New
45	ROYCE & ASSOCIATES#45 · 109,656 sh	109,656	$63.3M	0.51%	-7.1%
46	KENNEDY CAPITAL MANAGEMENT#46 · 108,802 sh	108,802	$62.8M	1.11%	-24.3%
47	AMERICAN CENTURY COMPANIES#47 · 105,677 sh	105,677	$61.0M	0.03%	+3.4%
48	Boston Walden#48 · 101,945 sh	101,945	$58.9M	0.45%	+8.7%
49	Greenhouse Funds LLLP#49 · 96,557 sh	96,557	$55.8M	2.85%	-54.7%
50	STOREBRAND ASSET MANAGEMENT AS#50 · 95,659 sh	95,659	$55.3M	0.14%	-13.4%
51	Allianz Asset Management GmbH#51 · 133,355 sh	133,355	$53.3M	0.05%	-4.2%
52	CONGRESS ASSET MANAGEMENT#52 · 87,143 sh	87,143	$50.3M	—	-3.0%
53	LORD, ABBETT#53 · 86,285 sh	86,285	$49.8M	0.14%	New
54	SCHRODER INVESTMENT MANAGEMENT GROUP#54 · 85,623 sh	85,623	$49.1M	0.03%	-11.2%
55	Amundi#55 · 82,598 sh	82,598	$47.7M	0.01%	-30.3%
56	RENAISSANCE TECHNOLOGIES#56 · 78,320 sh	78,320	$45.2M	0.06%	+55.5%
57	JONES FINANCIAL COMPANIES LLLP#57 · 72,943 sh	72,943	$41.5M	0.02%	+11.1%
58	Gotham Asset Management#58 · 71,692 sh	71,692	$41.4M	0.10%	+3.4%
59	Nuveen#59 · 69,329 sh	69,329	$40.0M	<0.01%	+124.9%
60	SG Americas Securities#60 · 69,306 sh	69,306	$40.0M	0.02%	+2207.1%
61	Bornite Capital Management#61 · 65,300 sh	65,300	$37.7M	4.75%	New
62	UBS Group AG#62 · 61,486 sh	61,486	$35.5M	<0.01%	+7.4%
63	GAMCO INVESTORS, ET AL#63 · 57,560 sh	57,560	$33.2M	0.30%	-0.7%
64	Allspring Global Investments#64 · 59,414 sh	59,414	$33.2M	0.05%	+61.8%
65	GABELLI FUNDS#65 · 56,893 sh	56,893	$32.9M	0.21%	-7.3%
66	Leeward Investments, - MA#66 · 56,176 sh	56,176	$32.4M	—	-2.1%
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#67 · 53,748 sh	53,748	$31.0M	<0.01%	-1.1%
68	HighTower Advisors#68 · 53,418 sh	53,418	$30.9M	0.03%	-43.3%
69	Arbejdsmarkedets Tillaegspension#69 · 50,640 sh	50,640	$29.2M	0.64%	-19.3%
70	RHUMBLINE ADVISERS#70 · 50,403 sh	50,403	$29.1M	0.02%	-2.2%
71	TRILLIUM ASSET MANAGEMENT#71 · 48,505 sh	48,505	$28.0M	0.86%	+13.2%
72	Retirement Systems of Alabama#72 · 46,785 sh	46,785	$27.0M	0.08%	-8.0%
73	VOLORIDGE INVESTMENT MANAGEMENT#73 · 46,667 sh	46,667	$27.0M	0.11%	+291.3%
74	PANAGORA ASSET MANAGEMENT#74 · 46,192 sh	46,192	$26.7M	0.08%	-19.6%
75	ENVESTNET ASSET MANAGEMENT#75 · 45,778 sh	45,778	$26.4M	<0.01%	-5.5%
76	PRINCIPAL FINANCIAL GROUP#76 · 44,074 sh	44,074	$25.5M	0.01%	-0.8%
77	AMERIPRISE FINANCIAL#77 · 43,358 sh	43,358	$25.0M	<0.01%	-19.3%
78	JUPITER ASSET MANAGEMENT LTD#78 · 43,027 sh	43,027	$24.9M	0.12%	-2.7%
79	PIONEER BANK N A#79 · 41,926 sh	41,926	$24.2M	5.49%	-3.1%
80	Clearbridge Investments#80 · 41,925 sh	41,925	$24.2M	0.02%	-18.5%
81	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#81 · 41,753 sh	41,753	$24.1M	0.01%	+6.4%
82	JANE STREET GROUP#82 · 41,255 sh	41,255	$23.8M	<0.01%	-66.9%
83	Avalon#83 · 39,748 sh	39,748	$23.0M	1.41%	-0.5%
84	Swiss National Bank#84 · 39,220 sh	39,220	$22.7M	0.01%	+0.8%
85	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#85 · 38,888 sh	38,888	$22.5M	0.03%	-38.5%
86	Grantham, Mayo, Van Otterloo#86 · 36,978 sh	36,978	$21.4M	0.05%	-1.2%
87	OPPENHEIMER#87 · 36,670 sh	36,670	$21.2M	—	-0.6%
88	ALTA FOX CAPITAL MANAGEMENT#88 · 36,480 sh	36,480	$21.1M	4.24%	New
89	WELLS FARGO & COMPANY#89 · 35,707 sh	35,707	$20.6M	<0.01%	+166.9%
90	Qube Research & Technologies Ltd#90 · 35,492 sh	35,492	$20.5M	0.02%	-72.9%
91	F&V Capital Management#91 · 35,228 sh	35,228	$20.3M	—	+0.8%
92	Toroso Investments#92 · 34,510 sh	34,510	$19.9M	0.03%	+33.6%
93	BLAIR WILLIAM#93 · 34,368 sh	34,368	$19.9M	0.05%	-2.6%
94	D.A. DAVIDSON#94 · 33,866 sh	33,866	$19.6M	—	+0.3%
95	VALUE MANAGEMENT#95 · 33,000 sh	33,000	$19.1M	3.19%	0.0%
96	Pennant Select#96 · 33,000 sh	33,000	$19.1M	8.47%	0.0%
97	Treasurer of the State of North Carolina#97 · 31,231 sh	31,231	$18.0M	0.05%	+16.4%
98	STATE OF WISCONSIN INVESTMENT BOARD#98 · 31,141 sh	31,141	$18.0M	0.04%	-16.8%
99	Squarepoint Ops#99 · 30,925 sh	30,925	$17.9M	0.02%	-47.6%
100	Pennant Investors#100 · 30,000 sh	30,000	$17.3M	5.17%	0.0%

Funds that sold out of VMI in Q2 2026 (66)

Held VMI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held VMI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Robeco Schweiz AG33,240 sh	33,240	$13.3M
UniSuper Management Pty Ltd25,847 sh	25,847	$10.3M
Y-Intercept (Hong Kong) Ltd15,959 sh	15,959	$6.4M
TUDOR INVESTMENT ET AL12,531 sh	12,531	$5.0M
ExodusPoint Capital Management11,526 sh	11,526	$4.6M
Entropy Technologies10,368 sh	10,368	$4.1M
SEIZERT CAPITAL PARTNERS10,091 sh	10,091	$4.0M
Congruence Capital9,678 sh	9,678	$3.9M
BALYASNY ASSET MANAGEMENT L.P.9,487 sh	9,487	$3.8M
Holocene Advisors8,856 sh	8,856	$3.5M
HEALTHCARE OF ONTARIO PENSION PLAN FUND8,700 sh	8,700	$3.5M
Bridgewater Associates7,595 sh	7,595	$3.0M
TWINBEECH CAPITAL6,525 sh	6,525	$2.6M
Magnetar Financial6,246 sh	6,246	$2.5M
SummitTX Capital, L.P.5,554 sh	5,554	$2.2M
DARK FOREST CAPITAL MANAGEMENT5,160 sh	5,160	$2.1M
Robeco Institutional Asset Management B.V.5,057 sh	5,057	$2.0M
PRUDENTIAL PLC4,582 sh	4,582	$1.8M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.4,407 sh	4,407	$1.8M
AXON CAPITAL4,300 sh	4,300	$1.7M
Freestone Grove Partners3,619 sh	3,619	$1.4M
Brevan Howard Capital Management3,455 sh	3,455	$1.4M
Aquatic Capital Management3,204 sh	3,204	$1.3M
Allen Mooney & Barnes Investment Advisors2,923 sh	2,923	$1.2M
SANDLER CAPITAL MANAGEMENT2,144 sh	2,144	$856.7K
CenterBook Partners1,943 sh	1,943	$776.4K
AZZAD ASSET MANAGEMENT1,870 sh	1,870	$747.3K
Shay Capital1,750 sh	1,750	$699.2K
MQS Management1,573 sh	1,573	$628.5K
MACKENZIE FINANCIAL1,548 sh	1,548	$618.5K
LECAP ASSET MANAGEMENT LTD1,511 sh	1,511	$603.8K
HRT FINANCIAL1,506 sh	1,506	$601.0K
LEUCADIA NATIONAL1,400 sh	1,400	$559.4K
AVIVA PLC1,394 sh	1,394	$557.0K
Blueshift Asset Management1,275 sh	1,275	$509.5K
PINEBRIDGE INVESTMENTS1,234 sh	1,234	$493.1K
Caitong International Asset Management , Ltd1,122 sh	1,122	$448.3K
Virtu Financial873 sh	873	$349.0K
Qsemble Capital Management840 sh	840	$335.6K
AXQ CAPITAL807 sh	807	$322.5K
RFG - Bristol Wealth Advisors751 sh	751	$300.1K
Polymer Capital Management (US)705 sh	705	$281.7K
EVOLVE PRIVATE WEALTH677 sh	677	$270.5K
Lighthouse Investment Partners620 sh	620	$247.7K
Altar Rock569 sh	569	$227.8K
Aristides Capital541 sh	541	$216.2K
Bayforest Capital Ltd218 sh	218	$87.1K
Advisory Services Network162 sh	162	$64.9K
GROUP ONE TRADING, L.P.157 sh	157	$62.7K
V-Square Quantitative Management93 sh	93	$37.2K
Root Financial Partners79 sh	79	$31.6K
Innovative Asset Advisors Group69 sh	69	$27.6K
Annis Gardner Whiting Capital Advisors27 sh	27	$10.8K
Global Wealth Strategies & Associates21 sh	21	$8.4K
TWIN PEAKS WEALTH ADVISORS17 sh	17	$6.8K
Altshuler Shaham Ltd10 sh	10	$4.0K
Golden State Equity Partners9 sh	9	$3.6K
Intentional Wealth Strategies7 sh	7	$2.8K
MJT & Associates Financial Advisory Group6 sh	6	$2.4K
Sound Income Strategies5 sh	5	$2.0K
Bravera Wealth5 sh	5	$2.0K
Valued Wealth Advisors2 sh	2	$801.00
Rakuten Securities2 sh	2	$799.00
Vermillion Wealth Management1 sh	1	$400.00
CURIO WEALTH1 sh	1	$400.00
Quantum Portfolio Management1,049 sh	1,049	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.